Anthropic’s $2 trillion IPO case rests on more than model leadership. As frontier intelligence becomes cheaper and easier to substitute, the durable enterprise prize is the system of execution: the layer that captures organizational intent, carries authority through action, verifies results, retains context, and gets paid for accountable work.
Decoding Anthropic: Eleven Essays on Orchestration Economics — Decoding Discontinuity, August 2026
Eleven essays tracking Anthropic through 2026 — from the Cowork launch and the $285B SaaSpocalypse to the Claude Code leak, the Fable shutdown, and the compute commitments behind the IPO. By Raphaëlle d'Ornano. 172 pages.
